Note: The job is a remote job and is open to candidates in USA. The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm that provides tailored insurance and risk management solutions. They are seeking a Remote Insurance Account Manager to work with advisors and specialists in analyzing client data and creating effective risk management solutions to meet clients' financial goals.

Responsibilities

• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
• Assists client service teams in the preparation of presentation materials
• Analyzes and summarizes complex data and compiles reports under supervision
• Records data into the appropriate insurance company and firm software programs
• Runs monthly cancellation and expiration reports
• Processes and completes endorsements and audits
• Completes special projects as assigned
• Looks for opportunities to improve the firm, business segment and processes

Skills

• One to two years' experience in the insurance industry
• Current 2-20 or 20-44 License, as required by the State Department of Insurance, to effectively service clients
• Basic understanding of insurance coverages, quoting and binding experience
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
• Strong analytical, research and problem-solving skills
• High attention to detail
• Strong verbal and written communications skills

Company Overview